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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
16.68%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
13.45%
1-Year Est. Return
Philippe Laffont
Coatue Management
96.54%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
34.48%
1-Year Est. Return
Ken Griffin
Citadel Advisors
30.34%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
31.6%
1-Year Est. Return
Leopold Aschenbrenner
Situational Awareness
334.5%
1-Year Est. Return
Jim Simons
Renaissance Technologies
45.56%
1-Year Est. Return
David Tepper
Appaloosa LP
44.55%
1-Year Est. Return
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 2601 |
IFAM
2601
Institutional & Family Asset Management
Fort Collins,
Colorado
| $608M | -$3.31M | -0.5% | 7.76% | 19% | 761 | 12.61% |
|
| 2602 |
WP
2602
WealthShield Partners
Cary,
North Carolina
| $608M | -$56M | -8% | 10.1% | 53.5% | 517 | 15.86% |
|
| 2603 |
GLR
2603
Great Lakes Retirement
Sandusky,
Ohio
| $607M | +$52.4M | +9% | 11.9% | 108% | 237 | 20.25% |
|
| 2604 |
GA
2604
GRS Advisors
Chicago,
Illinois
| $606M | +$41.1M | +7% | 13% | 41.1% | 37 | 37.84% |
|
| 2605 |
ECM
2605
Engine Capital Management
New York
| $606M | +$157M | +35% | 11.9% | 22.2% | 43 | 20.93% |
|
| 2606 |
KWM
2606
Keebeck Wealth Management
Chicago,
Illinois
| $606M | +$31.9M | +6% | 11.7% | 64.6% | 285 | 19.65% |
|
| 2607 |
FTCM
2607
Fir Tree Capital Management
New York
| $605M | -$352M | -37% | 4.76% | 17.3% | 238 | 46.22% |
|
| 2608 |
OHCM
2608
Oak Hill Capital Management
New York
| $605M | -$104M | -15% | 14.7% | 1.19% | 1 | 0% |
|
| 2609 |
FBIL
2609
First Beijing Investment Ltd
Hong Kong
| $604M | +$85.1M | +16% | 22.8% | 91.7% | 28 | 67.86% |
|
| 2610 |
CP
2610
Centerbridge Partners
New York
| $604M | +$137M | +29% | 15% | 16.1% | 14 | 28.57% |
|
| 2611 |
AOWM
2611
Alpha Omega Wealth Management
Richmond,
Virginia
| $604M | +$23.9M | +4% | 8.11% | 60.7% | 210 | 7.14% |
|
| 2612 |
PIA
2612
Perennial Investment Advisors
Los Angeles,
California
| $604M | +$49.9M | +9% | 10.5% | 68.4% | 379 | 16.89% |
|
| 2613 |
AP
2613
Advisors Preferred
Rockville,
Maryland
| $604M | +$296M | +96% | 11.6% | 88.4% | 308 | 63.31% |
|
| 2614 |
AWA
2614
Aaron Wealth Advisors
Chicago,
Illinois
| $603M | -$172M | -22% | 10.2% | 96.4% | 290 | 22.76% |
|
| 2615 |
B
2615
Bensler
Bellevue,
Washington
| $603M | +$83.1M | +16% | 10.7% | 106% | 167 | 14.97% |
|
| 2616 |
MC
2616
McMorgan & Co
San Francisco,
California
| $603M | +$61.6M | +11% | 7.72% | 22.5% | 56 | 16.07% |
|
| 2617 |
PS
2617
Portfolio Strategies
Monsey,
New York
| $602M | +$83.1M | +16% | 15.5% | 83.1% | 46 | 17.39% |
|
| 2618 |
SAM
2618
Stansberry Asset Management
Westlake,
Texas
| $602M | +$30.5M | +5% | 10% | 71% | 122 | 16.39% |
|
| 2619 |
AWA
2619
Alaska Wealth Advisors
Anchorage,
Alaska
| $601M | -$26.8M | -4% | 8.32% | 30.7% | 134 | 21.64% |
|
| 2620 |
AA
2620
Ancient Art
Austin,
Texas
| $600M | +$134M | +29% | 24.7% | 157% | 18 | 11.11% |
|
| 2621 |
MIG
2621
McGuire Investment Group
Wakefield,
Rhode Island
| $599M | +$80.8M | +16% | 16.3% | 184% | 122 | 10.66% |
|
| 2622 |
PAMG
2622
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $599M | +$89.6M | +18% | 11.2% | 109% | 211 | 8.06% |
|
| 2623 |
OP
2623
ORG Partners
Roanoke,
Indiana
| $598M | +$260M | +77% | 7.28% | 69.5% | 1,626 | 46.99% |
|
| 2624 |
TCM
2624
Teza Capital Management
Chicago,
Illinois
| $598M | -$17M | -3% | 12.6% | 65.2% | 814 | 64.5% |
|
| 2625 |
AWM
2625
Avitas Wealth Management
Los Angeles,
California
| $598M | +$72.3M | +14% | 12.9% | 56.2% | 213 | 13.15% |
|